Triumphant Portfolio Management, LLC (TPM) announces the formation of its official “restricted stock” list. The list reflects companies that TPM will NOT directly invest in for their clients portfolios through the TPM equity strategies.
TPM President and founder James Jon Benet shared, “This list identifies over 100 publicly traded companies that are directly involved in the 8 industries we will not invest in due to our faith and values. These industries, in my opinion, do more damage to our communities than good. For the betterment of society there are better places to invest our clients and our money.”
The names of the 8 restricted industries can be found on the TPM website under the “Our Values” tab. http://triumphantpm.com/our-values/ and the full aforementioned list of restricted stocks is available upon request.
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Forest, VA 24551
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This information is not intended to be a substitute for specific individualized advice. The TPM strategies cannot assure a profit nor protect against loss. Inherent limitations and market conditions may affect the performance of portfolios in any given market environment. Past performance does not guarantee future results. Investors should consider the investment objectives, risks, charges, and expenses associated with any investment strategy.
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